The Assets also includes a folder for managing movable property that a customer has deposited with your company for safekeeping. Movable property can be e.g., wills, pawn or patent documents or artwork. In the system you can keep track of the information regarding these objects and where they are kept.

To use this functionality, a power user must create lists of storage places, movable property types and causes for return. These lists are managed in the settings > Common Settings > Movable Property Storages / Movable Property Types / Movable Property Causes of Return.

In case a customer has several matters, movable property can be attached to a specific matter only.

A new movable property item is registered as follows:

1. Go to the Movable Property folder and click New on the ribbon.
2. Fill in the following information:
   • Select the customer (and matter) that the movable property belongs to.
   • The date when your company received the item.
   • Select the type of item and, if needed, fill in the value of the item.
   • The place where the item is physically stored.
   • A description of the item.
     
3. Save.

A saved movable property item gets its own voucher number. When you return a movable property to the customer, mark it as returned in the system as follows:

1. Go to the Movable Property folder, select the movable property row and then the Return Movable Property function in the ribbon. 
2. In the window that opens, choose a cause for return and the return date.
   
3. Save and close. The return date and cause of return will be saved into the movable property’s information.